At times, a client may check-in for the wrong Case Manager. If you discover that someone else's client checks-in to see you, you need to transfer them to the correct Case Manager.
This article describes how to transfer a client to the correct Case Manager. To learn a how to call a client for their appointment, click here.
1. Click on the Client's Name.
2. Select Caseworker Name and change to the correct Case Manager.
3. Click Assign to.
4. Select the correct Case Manager.
The Case Manager you assigned the client to has been alerted and they are able to see them in their queue.
